Marlborough Conservative Fund

Marlborough Conservative provides a core multi-asset investment solution, with an expertly managed portfolio of bonds, equities and other assets.

Our multi-asset investment team, who have more than 120years’ combined experience, apply a rigorous, disciplined and consistent investment process specifically designed to deliver optimal outcomes for investors.

They invest using collective funds and are free to select the best active managers globally or to use passive funds, if they are a better option. Investing through funds provides additional diversification benefits, helping to manage risk. Marlborough Conservative holds between 25 and 40 funds and is in the Investment Association’s Mixed Investment 0-35%% Shares sector. A minimum of 45% of the portfolio will be in bonds and typically equities will be between 15% and 30%.

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